The business, headquartered in New York also has offices in London.
Available for all permutations of applicable residencies, income types and withholding jurisdictions. Includes Depositary Receipts (ADR, IDR, GDR, DR etc), ORDs and other applicable cross border securities income. FREE fund/portfolio analysis available.
HISTORICAL WITHHOLDING TAX RECOVERY
Recovery of overwithheld tax from previous years, up to the Statute of Limitations which can yield a windfall benefit (varies by market) FREE analysis available.
TAXRECLAIM SERVICE BUREAU
Subscribers can send income data and beneficial owner data securely over the SWIFT network to the TaxReclaim Service Bureau where all the difficult and manual work is done and withholding tax processing becomes transparent to the subscriber and clients.
RELIEF AT SOURCE FILING
Acquisition, maintenance and filing of documentation and claims for relief at source from withholding tax rates, based on eligibility for treaty or other favorable rates.
EDS ASSIST®
Allocation support service for EDS elections for Depository Trust Company (DTC) participants.
Ability to automate file input, reports and credit of funds to client accounts.
GLOBAL CAPABILITY
Facilitate global client residencies, global jurisdictions recovery service, and full multi-currency.
SIMPLE & COMPLEX CLIENTS
Manage complex, fiscally opaque and transparent investment vehicles, including unique tax recovery solutions for hedge funds.
BEST PERFORMER
Benchmarked Performance: Fail Rate: 0%
Based on 1,000,000+ reclaims per year.
Contact us for further details or a FREE fund/portfolio analysis.
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